Paul
Compeau
Caitlin John
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About this Advisor
Paul Compeau is a financial advisor based in Brighton, Michigan, working with Caitlin John. Paul has previously held positions at Bridgewise Financial Partners, Guardian Pointe Private Wealth Management, and Caitlin John, LLC. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Paul is part of Caitlin John, which operates out of Brighton, Michigan. The firm has 15 offices and 24 employees. The firm manages assets totaling $143.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Caitlin John includes asset-based, hourly, and fixed fees.
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Fee Structure
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Caitlin John Brokerage Details
$143,336,224
24
948
$151,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Paul Compeau Work History
Caitlin John, LLC
Bridgewise Financial Partners
Guardian Pointe Private Wealth Management
Disclosures
Please visit the SEC profile of Paul Compeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Caitlin John
Brighton, MI
Tampa, FL
Tampa, FL
Brighton, MI
Brighton, MI
Del Mar, CA
Brighton, MI
Brighton, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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